Credit Repair Cloud + Phone.com

Credit Repair Cloud + Phone.com integrations

Add new Credit Repair Cloud clients as contacts in Phone.com

Streamline your client management process by connecting Credit Repair Cloud and Phone.com. With this workflow, when you add a new client in Credit Repair Cloud, a contact is instantly created in Phone.com, ensuring that your contact list stays organized and up to date. Save time and reduce manual tasks, allowing you to focus on providing excellent service to your clients.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create ContactFind a contact
ActionWrite

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More things you can do with Credit Repair Cloud and Phone.com

Discover other triggers and actions you can use with Credit Repair Cloud and Phone.com

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
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Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
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- Extension
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
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- Extension
  Required
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
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New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
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New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
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- Extension
Trigger
Instant
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- Leg A Phone Number
  Required
- Private Call To Leg A
- Caller ID For Leg A
- Extension
  Required
- Leg B Phone Number
- Caller ID For Leg B
Action
Write
- From
  Required
- To
  Required
- Text
  Required
Action
Write
- Extension
  Required
- Contact Group ID
- Name
- Phone
Action
Search

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

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Related categories

Phone & SMS

Related Zap Templates

Create new Phone.com contacts from Credit Repair Cloud leads

Related Zap Templates

Create new Phone.com contacts from Credit Repair Cloud leads